Start your Journey on the Right Path®

Every client conversation begins with the same question - where are you now and where do you want to be? When you can clearly articulate your goals, building a path to get there becomes easy. We've been in business over 20 years and have the expert team of advisors and deep knowledge to get you to your destination.

Robert W. Rowe, CFP, CLU, CHS

Bob has spent the last 28 years as an independent financial advisor, including time as an estate planning consultant for a major Canadian insurer. Prior to entering the financial services industry, he was a secondary school teacher.

Bob has expertise in insurance, financial, investment and estate planning. His primary focus is assisting the 60 plus age group in reducing taxes, increasing income and enhancing wealth. Through the right combination of products and preparation, Bob guides clients in the accumulation, preservation and ultimately the most tax effective transfer of assets to spouses, heirs and charities.